How Robust Planning is Positioning Your Portfolio for Success | AWM Insights #142

As new economic data is reported and forecasts are updated, it’s easy to get lost in the constant flow of information. You will hear things from just about every source out there. But does it matter? What info is important to pay attention to?

As entertaining as markets can be, it’s imperative to remember that markets serve you. It’s not the other way around as the rest of the industry sometimes presents it.

Taking your situation, priorities, and needs FIRST, and then factoring in market information is the only way to confidently achieve your goals. 

Removing step one or pushing it down the list only leads to a less personalized approach that will not give you the same level of certainty as a robust and tailored solution. You deserve to have a strategy built around you and what truly matters in your life.

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Episode Highlights

0:00 Intro1:17 What is a Soft Landing and how would that impact markets3:38 Why timing and predicting the impact of data doesn’t work and is the wrong game to play4:06 How AWM builds portfolios for your success in a more robust and tailored way than the rest of the industry6:32 Why building portfolios in this fashion gives you true confidence of success7:51 What do proper planning and portfolio construction lead to9:15 Why it “pays off” and gives clients peace of mind to implement this complex framework12:10 Text us!